Adding Patients to Your Practice from SigmaMD

This guide will help you add a patient in SigmaMD. This is an alternative to patients enrolling through the web enrollment link. When using this method, a patient chart is created, but the patient is not automatically associated with a membership. To associate a membership to a patient added via this method, please follow the steps outlined here: How to Attach a Membership to a Patient

Step 1: Navigate to the Patients Screen

From the SigmaMD Clinician menu, click on the "Patients" link.

Step 2: Add a Patient

Click the "Add patient" button located at the top right corner of the Patients screen.

Step 3: Enter Patient Details

A form will appear where you must enter the patient's basic demographic information.

Required fields include:

• Legal first name
• Legal last name
• Date of birth
• Sex at birth
• Assigned clinician

For patients over the age of 16:

• They can be added as regular patients. In this case, both a mobile number (SMS-capable) and an email address are required.

For patients under the age of 16:

• All patients under 16 are required to have a caregiver.

You may also assign a caregiver to any patient by enabling the "This patient has a caregiver." toggle.

• When this is enabled, the patient's mobile number and email are not required.
• The caregiver must already exist as a patient in SigmaMD and must not be a care recipient.
• You must select the caregiver from the list (required) and specify their relationship to the patient (also required).
• The caregiver will receive access to the care recipient's chart in the SigmaMD Patient Mobile App and can send messages, schedule appointments, and access medical records on their behalf.
• If there is no other eligible patient to assign as a caregiver, the clinic may add a staff member as a patient and use that staff member as the assigned caregiver for the care recipient.

Important:

• Once a patient is added as a regular patient (not a care recipient), they cannot be changed to a care recipient later.
• A patient who was added as a care recipient can be changed to a regular patient at a later time.
• Additional caregivers can be added to a care recipient by following the steps in this article: Managing Patient Caregivers

Step 4: Save the Form

After filling out the required fields, click the "Save" button. Once the patient is added, you can begin charting immediately.

The patient will receive an email welcoming them to your practice, including a code to register for the SigmaMD Patient Mobile App.